122
Customers have installed this add-on in at least 122 active instances.
    by Avisi B.V.Atlassian Verified
    Avisi B.V. is an Atlassian Verified vendor. Verified vendors demonstrate Atlassian standards for add-on quality, reliability, and support.

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    for JIRA Cloud
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    Avisi B.V. supports this add-on.

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    Unsupported
    This add-on isn't formally supported, but you can ask a question via Atlassian Answers.

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    Manage companies and contacts, link customers to issues, use JIRA as your CRM

    Manage companies and contacts, link customers to issues, use JIRA as your CRM

    Manage companies and contacts inside JIRA

    Link companies and contacts to issues

    Flexible content by editing templates

    Companies and contacts have their own dedicated pages in JIRA now. Easily manage their information and store everything in one place. This gives you and your team the overview you need.

    Add context to issues by linking them to companies and contacts. This gives you and your team immediate access to relevant customer information.

    Define what data can be stored in a company or contact by editing their templates. This gives you the flexibility to adapt the companies and contacts to your business needs.

    More details

    More than 6700 customers improve their productivity with Avisi add-ons.

    Atlas CRM (Formerly known as Relations for JIRA CRM) offers a simple solution to manage customers right inside JIRA Cloud. Start working smarter by keeping your customer information as close to your project management tool as you can.

    • Manage companies and contacts inside JIRA
    • Store customer information that is relevant to your business
    • Link companies and contacts to issues
    • View all issues of a company or contact
    • Access company and contact from within an issue
    • Does not use an external CRM
    • Templates for company and contact data
    • Import / Export data
    • JQL Integration

    Find out what our users say about the add-on on our review page. Or try Atlas CRM for free and find out how it can benefit your organization!

    Documentation & Updates - Contact us

    User reviews

    (14)
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    by Thomas Grimaud on 2016-09-06
    The Add-on is quite interesting and is creating a interesting feature for ServiceDesk. But there is for me a missing feature : When we create a Service Desk ticket or other, it's not possible to directly enter the company name or the contact (in the create screen), you have to create the ticket and then enter into the ticket to fill the information. As the automatic link between Service Desk and Atlas is only on the reporter email ( could be done only when the customer is identified as a Service Desk customer) you cannot automatically link with an Atlas contact who is not a ServiceDesk cusotmer. It would be great to be able to add thoses fields into the create screen. For informaiton I'm using the Cloud version, this perhpas not the case with the server verison.
    Was this review helpful?YesNo

    Avisi B.V.

    Hi Thomas, thank you for your honest review!

    We are aware of the missing functionality on the create screen and, rest assured, we are working on a solution. We are currently waiting for Atlassian to release a few necessary elements. Once these are released, it will be possible for us to add company and contact selection/creation to the issue create screen.

    We can't wait to make this possible for you and all of our other users and would like to notify you once we have updated the add-on. If you would like to be notified, send us an email or open an issue on our Service Desk.

    by Derek Visch on 2016-05-25
    Has anyone tried to integrate this with an outside CRM like Salesforce? Also one of the negatives we have is even though you can associate contacts/companies to issues, (Which is great) the clients that are associated are not added to the service desk list ie the clients added to the service desk ticket via Atlas CRM will NOT receive any email regarding the ticket. Am I wrong in saying this? If so we'll take another look at the product!
    2 out of 2 found this review helpful
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    Avisi B.V.

    Hi Derek, thank you for your review!

    There is currently no integration with other CRM software, but an API that would make this possible is on the backlog.

    You are correct that contacts added to a Service Desk issue are not automatically added to the issue as participants. And thus will not receive any email regarding the issue. We are looking into additional Service Desk integration, so features like these might come in the future. We will keep you posted!

    by Tarek Madany on 2016-04-23
    The tool is amazing and the support team is superb. I use relations to tie company and individual CRM contact information to the issues that I'm creating in JIRA. And despite it requiring a lot of tweaks to improve the user friendliness of it, I think it's a superb add-on to JIRA if you intend to use it as a CRM
    1 out of 1 found this review helpful
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    Avisi B.V.

    Tarek, thank you for your kind review. Keep the feedback coming, it is most important for us to improve on user experience.

    by Kurt Rahstorfer on 2016-03-06
    Relations is an ideal supplement for us to organize all our marketing tasks inside Jira. The idea to connect issues with companies and contacts is quite genious (although obvious). This add-on seems to be quite young and some features may still be missing, but the team behind is really dedicated. They are taking bug reports and ideas for new features quite seriously, so I am really exited about features to come ... Currently we manage all our contacts and opportunities with Relations. We are quite satisfied!
    1 out of 1 found this review helpful
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    Avisi B.V.

    Kurt, thank you! We will continue to invest in the 'obvious' and you can be sure that there are many useful features to come.

    by Sebastian Gutierrez on 2015-12-15
    The linking workflow is now amazing, this add-on with service desk is amazing you get mails and automatically links to the company and contact. This is a must have if you use Jira ServiceDesk for multiple customers.
    1 out of 1 found this review helpful
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    Avisi B.V.

    Thanks Sebastian. We will continue to improve the add-on based on the feedback we get from our users. Keep it coming!

    Pricing

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    Paid-via-Atlassian pricing FAQ

    How does cloud add-on pricing work?

    Cloud products and add-ons are hosted by Atlassian. You are eligible for support and automatic version updates as long as your subscription is active.

    Your subscription automatically renews every month. Annual pricing is also available. Your pricing tier for host products and add-ons is automatically upgraded (as necessary) when you add users to your instance.

    If add-on pricing changes after your initial purchase, there's a 60-day grandfathering period during which you can renew based on the old pricing.

    How do I determine my cloud pricing tier?

    The cloud add-on tier is set automatically based on the maximum tier of the licensed JIRA applications on your instance. For example, if you have JIRA Software (50 users) and JIRA Service Desk (10 agents) on the same instance, your add-on tier is 50 users.

    Do you offer academic, community, or open-source licenses?

    For server add-ons, purchase and renewal is half-price if you have an academic license for your Atlassian host application. Server add-ons are always free for community and open-source licenses. Cloud add-ons do not have discounted or free licenses.

    For more details about qualifying for special licenses, see here.

    Can I extend my free trial?

    For cloud add-ons, you cannot extend your free evaluation period. All cloud add-ons are immediately subscribed by a user, and we provide a free evaluation period. This is a minimum of 30 days and ends on the second billing cycle after you first subscribe to the add-on.

    Support

    Avisi B.V. is Atlassian Verified. Verified add-on vendors demonstrate high quality, reliability, and business traction. Learn more

    Avisi B.V. supports Atlas CRM. You can visit the support site to get help.

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    Versions

    JIRA Cloud Released 2016-09-15

    Summary

    Minor version update

    Details

    Minor version update

    Installation

    1. Log into your JIRA instance as an admin.
    2. Click the admin dropdown and choose Add-ons. The Find new add-ons screen loads.
    3. Locate Atlas CRM.
    4. Click Free trial to download and install your add-on.
    5. You're all set! Click Close in the Installed and ready to go dialog.

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